SF
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Safeguard Financial’s Vanguard Financials ETF VFH Stock Holding History

Safeguard Financial’s Portfolio VFH Stock Details VFH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-30
Closed -$2K – 532
2023
Q2 		$2K Buy
+30
New +$2.35K ﹤0.01% 474

Other funds holding VFH

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VMPIC
Varma Mutual Pension Insurance Co Helsinki, Finland $17B AUM 24.09% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Safeguard Financial's VFH Position: Q3 2023 in Review

Safeguard Financial sold out of Vanguard Financials ETF (VFH) in Q3 2023, closing a stake of 30 shares — an estimated $2K sold.

Safeguard Financial first reported a position in VFH in Q2 2023 and held it in 1 quarter. The position peaked at $2K in Q2 2023. 547 funds tracked by Wall St. Rank hold VFH as of Q3 2023.

  • Safeguard Financial reported no remaining Vanguard Financials ETF position as of Q3 2023 after selling out during the quarter.
  • Safeguard Financial sold 30 Vanguard Financials ETF shares in Q3 2023, an estimated $2K.
  • Safeguard Financial first reported a position in Vanguard Financials ETF in Q2 2023 and held it in 1 quarter.
  • Safeguard Financial's Vanguard Financials ETF position peaked at $2K in Q2 2023.
  • 547 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q3 2023.

Based on Safeguard Financial's 13F filing for Q3 2023, filed 30 Oct 2023.